IntegrationsSeamless CSV + Float integrations
Deeply connect your flat files, spreadsheets, project management platform, and any other data source with the Tray Platform. Our low-code platform empowers any business user to stand up custom CSV + Float integrations without relying on IT.
Anyone can use our visual, drag-and-drop interface to bi-directionally sync any data source. With our platform, you have the power to connect FTPs, webhooks, email, and your favorite tools (even using data within custom fields). Now, you can flow your CSV and project data anywhere across your take stack and massively improve productivity.
There’s more to the Tray Platform than just integrations. Our platform also empowers you to build custom CSV + Float automation to drive seamless project delivery at scale. You don’t need technical experience to deploy powerful, multi-step workflows to drive productivity and boost internal collaboration. Now, you can spend less time on manual work and refocus on executing high-quality projects on time.
AutomationRapid CSV + Float automation
You need more than CSV + Float connectors to drive process efficiency at scale. You’ll also need dynamic, multi-step automation to take full control of your project and spreadsheet data. The Tray Platform offers a full library of pre-built connectors, data helpers, and custom logic operators so you can design customized workflows for your unique needs.
Whether you work in product, marketing, design, IT, sales, finance, revenue operations, or any other role across the organization, you can orchestrate custom CSV + Float automation to kick off any operation. For example, you can freely flow data for projects, tasks, flat files, and spreadsheets across any tool. You can streamline sales execution by dynamically syncing projects associated with specific CRM records and spreadsheets. Or, you can improve campaign performance by automatically loading leads from webinars and virtual events.
You can easily connect Float, CSVs, and any other tool in your tech stack, including your managed services software, business intelligence platform, data observability tool, helpdesk, IT service management software, CRM, spreadsheet tool, collaboration platform, and more.
Use casesNext-level CSV + Float use cases
Business users rely on the Tray Platform to build CSV + Float integrations in minutes. Power users rely on our platform to run large-scale data jobs that process billions of records every day. And regardless of how your data priorities evolve, our elastic, serverless architecture ensures that your workflows scale automatically.
Departments across the organization can use robust CSV + Float automation to take their project management processes to the next level. Your design team can reduce bottlenecks by tracking illustrations on spreadsheets. Your product team can streamline product launches by tracking specs, launch dates, code changes, and press releases. Or, your finance team can perform bookkeeping jobs with ease by using spreadsheets to execute time-consuming accounting processes. The Tray Platform can integrate and automate any use case since we also connect popular tools such as Power BI, Grafana, ConnectWise, Salesforce, Slack, Asana, Google Sheets, Microsoft Outlook, Google Calendar, HubSpot, and many others.
IT experts trust our platform’s enterprise-grade security. We’re SOC 2 Type 2-certified and fully compliant with data privacy regulations such as GDPR, CCPA, and HIPAA.
